See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,746 | $95,416+130.3% | $185,823+18.3% | $85,850+156.0% |
| Participation rate | 84.6% | 68.8%+15.9pp | 81.7%+2.9pp | 69.3%+15.3pp |
| Annual return | 15.35% | 23.59%-8.2pp | 122.05%-106.7pp | 318.53%-303.2pp |
| Employer contribution / active EE | $2,628 | $3,314-20.7% | $5,167-49.2% | $2,565+2.4% |
| Participant deferral / active EE | $4,344 | $3,423+26.9% | $5,568-22.0% | $3,952+9.9% |
| Admin fee / account holder | $2,977 | $7,213-58.7% | $16,237-81.7% | $6,260-52.4% |